The data storage and analytics company delivered solid revenue growth in Q2, but it's still losing money on a GAAP basis.Shares of Snowflake (SNOW -12.95%) were sliding Thursday morning after the cloud-based data warehousing company posted quarterly results that beat analysts' estimates, but didn't seem to be enough to please investors. Investors also appeared disappointed with the company's falling profits and management's guidance.As of 11:10 a.m. ET, the stock was down by 13%. A good (but not good enough ...

文章核心观点 - 公司在第二财季表现出色,总收入同比增长29%,其中产品收入增长30%,突出了公司核心业务的实力[7] - 公司客户群持续扩大,大型企业客户数量增加,显示公司在企业市场的地位不断提升[9] - 公司未来业绩前景依然看好,但短期内增长放缓和盈利能力担忧引发了市场负面反应[12][13] - 公司长期发展潜力依然强劲,受益于云计算和数据分析需求增长,以及自身竞争优势[15][16][17][18] 根据目录分类总结 财务表现 - 总收入同比增长29%,其中产品收入增长30%,体现了公司核心业务的强劲增长[7] - 净收入保留率达127%,显示公司客户粘性强,客户关系拓展有效[8] - 非GAAP经营利润为4370万美元,盈利能力有所改善[11] 客户拓展 - 拥有510个年产品收入超过1百万美元的客户,大型企业客户数量增加至736家[9] - 未完成履约义务(RPO)同比增长48%,反映了公司未来收入增长潜力[10] 市场反应和前景 - 尽管业绩表现出色,但公司股价在盘后交易中下跌近8%,主要受到未来指引不及预期、盈利能力担忧以及竞争压力等因素影响[12] - 公司长期发展前景依然看好,受益于云计算和数据分析需求增长,以及自身技术优势[15][16][17][18] - 公司授权了25亿美元的股票回购计划,彰显了管理层对公司未来的信心[14]

文章核心观点 - 人工智能(AI)驱动的涨势不仅使半导体生产商受益,云服务器行业也从中获益,其中Snowflake(NYSE: SNOW)是一个新兴的候选者 [1] - Snowflake在2022年第二季度的财报中,每股收益和收入都超出预期,公司也提高了未来季度和2025财年的指引 [2] - 但Snowflake的CEO今年早些时候离职,导致股价在2月29日单日下跌20%,至今未能完全恢复,年初至今下跌28.59% [3] - 一些华尔街分析师对SNOW股票持谨慎态度,认为公司面临行业竞争加剧和利润率下降等问题 [5][6][7][8] - 但也有分析师看好Snowflake的前景,认为公司业绩指引提升和财报超预期是积极信号 [12][13] 根据相关目录分别进行总结 公司财务表现 - Snowflake 2022年第二季度每股收益和收入均超出预期,分别为0.18美元和8.69亿美元,高于预期的0.16美元和8.52亿美元 [2] - 但公司的每股收益同比下降18%,经营利润率同比下降5.18个百分点 [5] 公司管理层变动 - Snowflake的CEO今年早些时候离职,导致公司股价在2月29日单日下跌20% [3] - 分析师认为CEO突然离职的影响持续6个月,对公司造成一定影响 [3] 行业竞争环境 - 分析师认为Snowflake面临行业竞争加剧,利润率下降等问题 [6][7][8] - 但也有分析师认为Snowflake仍有机会,公司业绩指引提升和财报超预期是积极信号 [12][13]

herstockart/iStock via Getty Images Investment Thesis Snowflake (NYSE:SNOW) delivered fiscal Q2 2025 earnings, which saw its stock slip 8% after hours. But details matter. It wasn't so much a lack of beats that drove its stock lower because Snowflake not only beat on the top line and the bottom line, but it also revised higher its growth rates for its fiscal year. The issue is that Snowflake carries a premium valuation, while its profitability profile cannot match investors' high expectations. More conc ...

Key TakeawaysShares in cloud data-warehouse software company Snowflake dropped 8% in extended trading on Wednesday after a widening net loss and rising costs overshadowed quarterly results that came in ahead of expectations. The share price broke out from a falling wedge pattern earlier this month, but that move looks to be tested following the stock's projected post-earnings fall.Snowflake shares may find buying interest on the chart at key price levels including $123, $108, and $95. Shares in cloud data-w ...

财务数据和关键指标变化 - 第二季度产品收入为8.29亿美元,同比增长30% [12] - 剩余履约义务总额达52亿美元,同比增长加速至48% [12] - 公司提高了全年产品收入指引 [12] 各条业务线数据和关键指标变化 - 金融服务和科技行业推动了本季度的增长 [29] - 公司看到优化环境保持稳定 [29] - 最大客户的产品收入增长符合历史模式 [29] 各个市场数据和关键指标变化 - 公司在英国、德国、加拿大和美国各地与100多位客户进行了交流 [17] - 公司在Snowflake Summit上与来自世界各地的客户和合作伙伴进行了互动 [19] 公司战略和发展方向及行业竞争 - 公司正在努力使Snowflake成为计算、协作和应用所有数据的最佳云平台 [10] - 公司正在利用人工智能的力量来使这些更容易创建、维护和使用 [10] - 公司正在专注于倾听和学习客户、推动创新和产品交付、推动销售团队的执行和协调 [11] - 公司正在负责任地投资人工智能和机器学习,以提供易用、高效且可信赖的企业人工智能 [27] - 公司正在努力使Iceberg成为行业标准,并在塑造其生态系统中发挥重要作用 [45][46] 管理层对经营环境和未来前景的评论 - 公司对核心业务的强劲势头和人工智能方面取得的快速进展感到乐观 [13] - 公司认为客户越来越依赖公司成为他们人工智能和数据之旅的可信顾问 [14] - 公司认为人工智能和机器学习将走向数据所在之处,而数据将具有强大的引力 [143] 其他重要信息 - 公司没有发现Snowflake平台遭到黑客攻击或泄露 [15] - 公司呼吁所有企业启用多因素身份验证并制定强大的网络政策 [16] - 公司在第二季度推出了9项新产品并推出了15项新功能 [25] - 截至第二季度末,超过2,500个账户正在每周使用Snowflake AI,超过1,600个账户正在使用Notebooks [26] - 公司预计Cortex Search和Cortex Analysts将在第三季度正式推出 [27] 问答环节重要的提问和回答 问题1 **Keith Weiss 提问** 询问了Iceberg表和网络安全事件对公司消费的影响 [38][40] **Mike Scarpelli 回答** 网络安全事件对公司没有影响,Iceberg表的推出也在公司预期之内 [39][41] 问题2 **Raimo Lenschow 提问** 询问了毛利率优于预期的原因,以及Iceberg生态系统的发展情况 [43][45] **Mike Scarpelli 和 Sridhar Ramaswamy 回答** 毛利率略高于预期,但全年指引不变。Iceberg是一个开源项目,公司将在其中发挥重要作用 [44][46] 问题3 **Mark Murphy 提问** 询问了公司获得的两个9位数合同的情况 [48] **Mike Scarpelli 回答** 这两个合同都是现有客户的续约和扩展,而不是新客户 [49]

Snowflake (NYSE:SNOW) just reported results for the second quarter of 2025.Snowflake reported earnings per share of 18 cents. This was above the analyst estimate for EPS of 16 cents.The company reported revenue of $868.82 million.This was 2.08% better than the analyst estimate for revenue of $851.16 million.InvestorPlace Earnings is a project that leverages data from TradeSmith to automate coverage of quarterly earnings reports. InvestorPlace Earnings distills key takeaways including earnings per share and ...

For the quarter ended July 2024, Snowflake Inc. (SNOW) reported revenue of $868.82 million, up 28.9% over the same period last year. EPS came in at $0.18, compared to $0.22 in the year-ago quarter.The reported revenue represents a surprise of +2.26% over the Zacks Consensus Estimate of $849.65 million. With the consensus EPS estimate being $0.15, the EPS surprise was +20.00%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine ...

Snowflake Inc. (SNOW) came out with quarterly earnings of $0.18 per share, beating the Zacks Consensus Estimate of $0.15 per share. This compares to earnings of $0.22 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 20%. A quarter ago, it was expected that this company would post earnings of $0.17 per share when it actually produced earnings of $0.14, delivering a surprise of -17.65%.Over the last four quarters, the company has ...

Key TakeawaysSnowflake's second-quarter revenue grew from the year-ago period and beat analysts' projections, but losses widened as costs rose. The company's outlook also missed analysts' estimates compiled by Visible Alpha.Snowflake CEO Sridhar Ramaswamy highlighted the company's opportunities related to artificial intelligence. Snowflake's (SNOW) second-quarter revenue grew from the year-ago period and beat analysts' projections, but losses widened as costs rose. The data cloud company reported second-qua ...